Managers of Wealth

Why do entrepreneurs fail to plan adequately for their business succession?

It would be a shame to build a successful business over the years only to fail to fully reap the benefits of this investment for lack of adequate forethought.

A peak in policy rates supports bond preferences

Fixed income returns are in part driven by interest rate expectations, relative to current market pricing.

Julius Baer: Will Giorgio Pradelli Bring EFG International Along?

Speculation about a merger between Julius Baer and EFG International is not new.

Citi Private Bank sees opportunities in S’pore, region in 2024 as it completes most of job cuts

Citigroup is in the midst of a global overhaul and had said it would eliminate 20,000 jobs by 2026 as part of efforts to improve profitability.

Three must-see charts this month

Our analysis of bull markets shows that they tend to be led by a concentrated group of stocks.

What Will Become of Palantir in Switzerland?

Palantir was already on everyone's lips when Artificial Intelligence (AI) was still a foreign concept to most.

Landmark Broadridge Study of More than 40 Million U.S. Retail Investors Highlights the Dramatic Shifts in How Americans Invest

The rise of younger investors and self-directed investing has led to asset managers, broker-dealers and advisors evolving their practices to better serve a more diverse class of investors across generations.

Is it time to look at the UK?

This is often overlooked by a common mistaken belief that buying a great business automatically means that you will get great returns.

US$ 4.4bn Of Private Capital Globally Is Set To Be Invested In Dubai’s Residential Property Market

Dubai has taken pole position as the most preferred emirate in the UAE for HNWI’s globally to purchase real estate.

Here’s why wealth managers like to hire ex-athletes

In his view, athletes bring a unique set of skills that align perfectly with his firm’s values and operational goals.

Schroders unveils European Equity Impact strategy in response to client demand

The investment process includes extensive due diligence in the form of proprietary impact scorecards

Can women really have it all?

Charlotte Tague, Investment Director at Investec Wealth & Investment (UK), talks about the unique difficulties facing mothers in the workplace and some developments to consider going forward.

Equity markets should see further upside in 2024

With the US stock market facing near-term pressures from slower economic activity, we tactically lower our portfolio exposure here to strategic levels and increase exposure to UK stocks.

Is the stock market's advance too narrow?

If these stock market gains reflect unfair competition in the economy, and the monopolistic abuse of market power, they could undermine the credibility of capitalism and even threaten its viability.

Private Equity Is No Place for Your Clients' Retirement Money

Yes, public markets are risky, but at least they are transparent. And they remain the best option for all but the most experienced investors.

To scale or not to scale a growing advice practice?

In particular, scaling up as a boutique advice firm can present advantages, such as servicing a greater number of clients, but also requires additional time and expenses.

The effects of a general election on the new tax year, according to LGT Wealth Management’s David Lane

This time, we have David Lane, Partner and Technical Director at LGT Wealth Management. David shares some advice for the new tax year and weighs in on the effects of a potential general election.

No Easy Bets Except maybe in Tech

April retail sales growth too fell short of expectations, and downward revisions to previous months’ data added weight to the concerns surrounding consumers’ spending power. 

“I've consistently experienced exceptional service” – Case study: helping a client following their business sale

We were recently able to help a client get set up with a personalised banking service following a significant post sale windfall.

Wealthy Americans Growing Cautious About How They Spend.

LVMH Moët Hennessy Louis Vuitton, meanwhile, said last month that demand for high-end liquors has declined sharply in the U.S., leading to high inventory levels.

Comment & Analysis